Automated List Management

List Hygiene is a crucial part of email marketing best practices. With Automated List Management you have access to customize these two new email statuses automation.

Unengaged Marketable Status - These contacts are eligible to receive your automated marketing emails, but are tracked as not having engaged for a certain number of months. The default time frame is 4 months.

Unengaged Non-Marketable Status - These contacts will no longer be eligible to receive your automated marketing emails unless they engage with an email they've already received from you or submit an Infusionsoft web form.

Set a "contact engagement threshold" (in months) which identifies and sets these statuses automatically.

Table of Contents:

Steps to setup Automated List Management

Go to Marketing > Settings in the main menu

Click on Automated List Management

Click Save Email Address Status Limits when finished

Unengaged Marketable Status

These contacts will still be eligible to receive your automated marketing emails, but are tracked as not having engaged for the number of specified months. The default time frame for this status is 4 months - which is the hard-coded policy currently in place.

Based on this threshold, after 4 months with no engagements (opens, clicks, web form submissions), all contacts with confirmed or unconfirmed email status will automatically move to an Unengaged Marketable status.

In this status, contacts are still eligible to be sent automated marketing emails, but keep in mind that no engagement after 4 months increases risks for excessive spam complaints or hard bounce s due to email accounts becoming inactive over time. Once these contact re-engage with your marketing efforts (open, click, or submit a web form) their email status will return to the previous state.

Unengaged Non-Marketable

These contacts will no longer be eligible to receive your automated marketing emails unless they re-engage (open, click, web form submission.) If they re-engage, their email status will return to its previous state.

Toggle this On and set your timeframe. The default timeframe recommendation is 12 months, but you can adjust 1-24 months depending on your preference. It must be equal to or larger than the Unengaged Marketable threshold.

You can also disable this functionality by toggling the switch to the OFF position.